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To comply with mobile carrier and legal requirements, it's essential to honor requests of any contact who asks not to be texted again. When a contact asks to be removed from your list, they must be opted out of further texts in your Scale to Win Text account.
Scale to Win Text maintains an Opt-Out List for your account. When you upload a contact list to a campaign, it checks every number against your account's Opt-Out List. Any opted out numbers are automatically excluded from the campaign. In addition, Texters will not be able to view any messages from contacts who have opted out.
Automatic Opt-Out Messages
Scale to Win Text will automatically opt out contacts who reply with specific opt-out keywords or phrases (see full list at the end of this article). Organization Owners and Admins can enable a setting that sends an automatic opt-out confirmation message to contacts who reply with specific opt-out keywords.
Where to enable it: This setting can be toggled on from the Settings page in your account
When messages are sent: The auto-reply will be sent immediately, even if the message comes in outside of texting hours
Billing: These auto-replies are visible on your Usage page, assigned to the associated campaign, and are charged at your standard SMS segment rate.
Viewing Opt-Out Types
In Scale to Win Text, opt-outs are categorized as either Shared or Not Shared, depending on whether they apply across all subaccounts in your account. By default, opt-outs are shared across all subaccounts. If you’d prefer opt-outs isolated to individual subaccounts, please contact support@scaletowin.com.
To view your opt-out data by type, navigate to the Opt-Outs/Strike Lists page. The Opt-Outs/Strike Lists page displays the total number of Opt-Outs, broken down by type:
- Texter Opt-Outs: Contacts manually opted out by Texters in your campaign
- Automatic Opt-Outs: Contacts automatically opted out after replying with an opt-out keyword or phrase (see list below)
- Admin or External Opt-Outs: Added by Admins or higher roles using a CSV upload at the subaccount level
- Temporary Opt-Outs: Temporary opt-outs uploaded via CSV by Admins or higher, typically used for one-time exclusions
- Global Opt-Outs: Lists of phone numbers removed from all future campaigns across all subaccounts (managed from your Organization Settings)
- Spoke Synced Opt-Outs: For clients who previously used Spoke, this shows opt-outs synced between Spoke and Scale to Win Text
- Shared Subaccount Opt-Outs: Displays total number of opt-outs that originated from other subaccounts, if opt-out sharing is enabled
Viewing Opt-Out Statistics by Campaign
To view opt-out statistics for a specific campaign:
Navigate to the Campaigns page and click the name of the campaign you’d like to review. This will open the campaign statistics page.
On the right side of the page, click More Results to expand the campaign’s full statistics.
The automatic opt-outs total will be displayed at the end of the expanded list.
How to Manually Upload Out-Outs
If your organization has an existing external list of Opt-Outs, you can bulk upload those numbers to Scale to Win Text to ensure they are not contacted in future campaigns.
- Navigate to the Opt-Outs/Strike Lists page
- Click the + New List button in the upper right corner. A pop-up window will appear where you can upload the list of opted out phone numbers.
- Name your list so you can easily identify it later.
- Choose your upload method:
- Paste numbers directly into the text box.
- Upload a CSV file containing the phone numbers.
- Click Upload to confirm and complete the process. Now these numbers will appear in your count of Admin or External Opt-Outs.
Once uploaded, these numbers will be included in your total count of Admin or External Opt-Outs, and Scale to Win Text will automatically exclude them from all future campaigns.
How to Manually Opt Out a Contact (Texter View)
Users can manually opt out a contact by clicking the Opt Out button near the bottom of the conversation screen (available in both Texter View and Threads).
Opt Out button in the texter conversation window.
Clicking Opt Out will prompt the texter to confirm the opt out with a second click.
Opt Out confirmation screen. Texters can choose to opt out with or without a message before selecting the red “Opt Out” button to complete the opt out.